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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$29.48
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.24B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
LVAEX vs RMFEX Comparison Chart in %
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LVAEX vs. RMFEX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LVAEX (1.24B). LVAEX pays higher dividends than RMFEX: LVAEX (1.57) vs RMFEX (1.46). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). LVAEX (0.93) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.19 vs. LVAEX (5.35). RMFEX return over 5 years is better than : 61.35 vs. LVAEX (37.98).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 12.917 | 15.248 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 113B | 1% |
| Annual Yield % from dividends | 1.57 | 1.46 | 107% |
| Returns for 1 year | 5.35 | 8.19 | 65% |
| Returns for 3 years | 28.23 | 45.24 | 62% |
| Returns for 5 years | 37.98 | 61.35 | 62% |
| Returns for 10 years | 52.65 | 102.04 | 52% |
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